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LC Training for RDA: Resource Description & Access

This training module covers the process of describing carriers and identifying works in cataloging. It includes topics such as elements for works, content types, media types, and carrier types. The module also provides examples and guidance on using MARC fields and controlled vocabularies.

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LC Training for RDA: Resource Description & Access

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  1. LC Training for RDA:Resource Description & Access Module 2:Describing Carriers and Identifying Works Cooperative and Instructional Programs Division, Library of Congress 2012

  2. Acknowledgements • This course has been adapted from training delivered by Barbara Tillett and Judith Kuhagen, Library of Congress Policy and Standards Division, to the Georgia Public Library Cataloging Summit, August 2011. • It incorporates the “Refresher Training” conducted for LC’s RDA Testers in October 2011. • COIN gratefully acknowledges PSD’s permission to adapt the material for the present purpose

  3. About This Material • This training material has been created for a primary audience of Library of Congress staff. Other audiences are welcome to utilize it as they see fit. • However, it should be understood that they reflect policies for LC staff, and should not necessarily be interpreted to either prohibit or require specific practices for persons external to LC.

  4. Online Quiz on FRBR, RDA Terminology, and Structure of RDA Online Graded Quiz – 15 minutes Multiple Choice True/False Graded results at end of quiz Instructor will guide you through the first question

  5. Learning Objectives for Module 2 -- Describing Carriers and Identifying Works • Describing Carriers • Other Elements of Manifestations and Items • Introduction to Works • Elements for Works

  6. Unit 1: Describing Carriers • RDA Chapter 3 • Will not discuss specific elements for resources of special formats (films, maps, scores, etc.) • Examples available in RDA, in MARC documentation, and in LC compilation of examples

  7. Replacement for GMD - 245 $h • Three new MARC fields - developed with ONIX publishing community: • Content type -- RDA 6.9 -- MARC 336 field • Media type -- RDA 3.2 -- MARC 337 field • Carrier type -- RDA 3.3 -- MARC 338 field

  8. MARC for Content, Media, Carrier • In each of the three fields for these elements (336-338): • $a term • $b code • $2“rdacontent” or “rdamedia” or “rdacarrier” as appropriate • $3 materials specified - give if appropriate

  9. Controlled Vocabularies for Content, Media, Carrier Types • Closed lists in RDA 6.9.1.3, 3.2.1.3, 3.3.1.3 • If more than one term appropriate, two choices: • Give all: repeat field • Pick the term representing the predominant or most substantial content, media, carrier • If the information is unknown, record “unspecified” • If no term is appropriate, record “other” and notify LCvia a message to LChelp4rda@loc.gov

  10. Content Type • CORE ELEMENT • RDA 6.9 • “ … the fundamental form of communication in which the content is expressed and the human sense through which it is intended to be perceived” • Terms from Table 6.1 • Instead of recording all, you may record the content type that applies to the predominant or most substantial parts of the resource • MARC 336 field Examples: performed music still image text

  11. Media Type • LC CORE ELEMENT • RDA 3.2 • “… the general type of intermediation device required to view, play, run, etc., the content of a resource” • Terms from Table 3.1 • Instead of recording all, may record the media type that applies to the predominant or most substantial parts of the resource • MARC 337 field Examples:audio computer microform unmediated

  12. Carrier Type • CORE ELEMENT • RDA 3.3 • “ … the format of the storage medium and housingof a carrier in combination with the type of intermediation device required … ” • Terms listed in3.3.1.3 • Instead of recording all, may record the carrier type that applies to the predominant or most substantial parts of the resource • MARC 338 field Examples:audio disc computer disc microfiche volume videodisc

  13. Example:MARC 336-338 Fields Book: 336$a text $2 rdacontent 337$a unmediated $2 rdamedia 338$a volume $2 rdacarrier

  14. Voyager Templates: MARC 336 - 338 Fields

  15. Extent • LC CORE ELEMENT • RDA 3.4 • “The number and type of units and/or subunits making up a resource” • Unit = a physical or logical constituent of a resource (e.g., a volume) • Subunit = a physical or logical subdivision of a unit (e.g., a page of a volume) • MARC 300 $a

  16. Recording Extent • Give if the resource is complete or if the total extent is known • RDA 3.4.1.3 • Give number of units and appropriate term: • Sometimes a term from carrier type list(RDA 3.3.1.3) • Another term to designate the type of unit (RDA 3.4.1.5) if term not in list, or prefer a term in common use • Several categories covered by exceptions (e.g., text, still images, notated music, cartographic resources)

  17. Extent of Text • Single Volume with Numbered Pages, Leaves, or Columns (3.4.5.2) • Single Volume with Unnumbered Pages, Leaves, or Columns (3.4.5.3) • RDA lists three options • LCPS 3.4.5.3 continues AACR2 practice • For LC original cataloging, usually follow method c) 1 volume (unpaged) • Complicated or Irregular Paging (3.4.5.8) • RDA lists three options • LCPS 3.4.5.3 continues AACR2 practice • For LC original cataloging, usually follow method c)1 volume (various pagings)

  18. Changes From AACR2Related to Extent • Do not use abbreviations for terms (e.g., “pages,” “volumes”, not “p.,” “v.”) • Use “approximately” (rather than “ca.”) and “that is” (rather than “i.e.”) • Use “unnumbered”, rather than square brackets enclosing the numeral • Be aware of changes in vocabulary from AACR2, e.g.: “computer disc” is used for both “computer disk” and “computer optical disc”

  19. Dimensions • LC CORE for resources other than serials and online electronic resources • RDA 3.5 • “Measurements of the carrier or carriers and/or the container of a resource” • Rounded up to next whole centimeter • “cm” and “mm” are symbols, not abbreviations • use ISBD full stop after symbol only if a 490 field appears in the record • MARC 300 $c

  20. LC Practices: Dimensions • LC practice for Alternative: • Use inches for discs (RDA 3.5.1.4.4) and for all audio carriers; otherwise, follow the RDA instruction as written • LC Practice for serials: • Note that dimensions is not a Core Element for serials and online resources. • But you may record it if you wish

  21. Examples:MARC 300 $a, 336-338 Book: 300 $a 123 pages, 28 unnumbered pages 336 $a text$b txt $2 rdacontent 337 $a unmediated$b n $2 rdamedia 338 $a volume$b nc $2 rdacarrier $b is optional Music CD: 300 $a 1 audio disc {or: 1 CD} 336 $a performed music $2 rdacontent 337 $a audio $2 rdamedia 338 $a audio disc $2 rdacarrier

  22. Examples:MARC 300 $a, 336-338 DVD: 300 $a 1 DVD {or: 1 videodisc} 336 $a two-dimensional moving image $2 rdacontent 337 $a video $2 rdamedia 338 $a videodisc $2 rdacarrier Online PDF: 300 $a 1 online resource (39 pages) 336 $a text $2 rdacontent 337 $a computer $2 rdamedia 338 $a online resource $2 rdacarrier

  23. Example:MARC 300 $a, 336-338 Website (with maps, text, and photographs): 300 $a 1 online resource 336 $a text $2 rdacontent 336$a cartographic image $2 rdacontent 336 $a still image $2 rdacontent 337 $a computer $2 rdamedia 338 $a online resource $2 rdacarrier Note: If copied records include repeated subfields $a, rather than multiple fields, you can accept them as is: 336 $a text $a cartographic image $a still image $2 rdacontent

  24. Example:MARC 300 $a, 336-338 Book with accompanying CD of lecture: $3 and $e 300 $a 244 pages ... + $e 1 CD 336 $3 book $a text $2 rdacontent 336 $3 CD $a spoken word $2 rdacontent 337 $3 book $a unmediated $2 rdamedia 337 $3 CD $a audio $2 rdamedia 338 $3 book $a volume $2 rdacarrier 338 $3 CD $ audio disc $2 rdacarrier * The use of $3 in this example is optional. Instead of $e, can repeat 300 field 300 $a 244 pages ... 300 $a 1 CD ... Instead of $e, can give a note 500 $a Accompanied by a CD.

  25. Examples:MARC 300 $a, 336-338 Oral history CD: 300 $a 1 CD 336 $a spoken word $2 rdacontent 337 $a audio $2 rdamedia 338 $a audio disc $2 rdacarrier Playaway audiobook: 300 $a 1 Playaway (or 1 audio media player or 1 digital media player) 336 $a spoken word $2 rdacontent 337 $a audio $2 rdamedia 338 $a other $2 rdacarrier

  26. Example:MARC 300 $a, 336-338 Kit (contains a book about a fireman, a CD narrating the book, and a fireman’s hat): 300 $a 1 CD, 1 book, 1 plastic helmet 336 $a spoken word $a text $a three- dimensional form $2 rdacontent 337 $a audio $a unmediated $2 rdamedia 338 $a audio disc $a volume $a object $2 rdacarrier *The use of multiple subfields $a in the 336 field is acceptable if this is a copied record, but for LC cataloging, you would record separate 33X fields

  27. Examples:MARC 300 $a, 336-338 Score: 300 $a 1 vocal score (xii, 300 pages) 336 $a notated music $2 rdacontent 337 $a unmediated $2 rdamedia 338 $a volume $2 rdacarrier Map: 300 $a 1 map 336 $a cartographic image $2 rdacontent 337 $a unmediated $2 rdamedia 338 $a sheet $2 rdacarrier

  28. Unit 2: Exercises on Carriers • Exercises #3-#4 Carriers

  29. Unit 3: Other Elements of Manifestations and Items Acquisition and Access Information • Terms of availability (RDA 4.2) • Contact information (RDA 4.3) • Restrictions on access (RDA 4.4) • Restrictions on use (RDA 4.5) • Uniform Resource Locator (RDA 4.6)

  30. Terms of Availability • RDA 4.2 • LCPS: Generally do not provide prices or other availability information except for rental scores or rental performance materials Example: 020 $a 0460044524 : $c Rental material

  31. Contact Information • RDA 4.3 • Record contact information for a publisher, distributor, etc., if it is considered to be important for acquisition or access Examples: http://www.HaworthPress.com Alabama Department of Archives and History. 624 Washington Avenue, Montgomery, AL 36130-0100

  32. Restrictions on Access • RDA 4.4 • Record all restrictions on access to the resource, including the nature and duration of the restriction, as specifically as possible. The absence of restrictions may also be noted if it is considered to be important Example: Access restricted to subscribers via a username and password or IP address authentication

  33. Restrictions on Use • RDA 4.5 • LCPS: The CORE requirement is limited to the non-General Collections at the Library of Congress • MARC 540 field Example: This film is restricted to classroom use

  34. Uniform Resource Locator • LC CORE ELEMENT • RDA 4.6 • Address of the remote access resource being cataloged • LCPS 4.2.1.3 - If there is more than one Uniform Resource Locator for the resource, record all • MARC 856field

  35. Uniform Resource Locator • Changes Requiring the Addition, Revision, or Deletion of a Uniform Resource Locator • LCPS 4.6.1.4provides LC practice for two situations: • When the original URI is no longer active • When the original URI is still active, but the original resource is no longer available

  36. Other Characteristics • Sound resources • Type of recording - 3.16.2.3 • Recording medium - 3.16.3.3 • Playing speed - 3.16.4.3 • Groove characteristic - 3.16.5.3 • Track configuration - 3.16.6.3 • Tape configuration - 3.16.7.3 • Configuration of playback channels - 3.16.8.3 • Special playback characteristics - 3.16.9.3

  37. Other Characteristics • Moving image resources • Presentation format (film) - 3.17.2 • Projection speed (film) - 3.17.3 • Video format (videorecording) - 3.18.2 • Broadcast standard (videorecording) - 3.17.2

  38. Other Characteristics • Electronic resources (digital files) • File type -3.19.2 • Encoding format - 3.19.3 • File size - 3.19.4 • Resolution - 3.19.5 • Regional encoding - 3.19.6 • Transmission speed - 3.19.7 • Date resource viewed - 2.20.13.5 • Equipment or system requirement –3.20

  39. Other Characteristics • Cartographic resources • Layout - 3.11 • Digital file characteristics – 3.19 • Longitude and latitude – 7.4.2 • Horizontal scale – 7.25.3 • Vertical scale – 7.25.4 • Additional scale information – 7.25.5 • Projection of cartographic content – 7.26

  40. Other Characteristics • Music resources • Form of musical notation (scores) - 7.13.3 • Format of notated music (scores) - 7.20 • Medium of performance of musical content - 7.21

  41. Unit 4: Introduction to Works • Where are the Instructions? • Naming the Work • LC Decisions on … • Bibliographic or Authority? • Core Elements to Distinguish • Language and Script • Terminology • Sources • Authorized Access Points for Works

  42. Where are the Instructions? • Generally, the instructions for identifying works and expressions are in chapter 6. • You will also need to consult the related instructions in: • Chapter 19, “Persons, Families, and Corporate Bodies Associated with a Work” • Chapter 20, “Persons, Families, and Corporate Bodies Associated with an Expression”

  43. “Naming the Work” • Just like ‘naming’ persons and corporate bodies (and now, families) • Similar to AACR2 concept of “main entry” • MARC has four possibilities for where this information can be coded • 1XX + 240 • 1XX + 245 • 130 • 245

  44. LC Decisions on …Bibliographic or Authority Data? • RDA does not prescribe if attributes about the work and the access points are to be recorded as bibliographic data or authority data • LC Policy: • Always identify the work by giving the access point in the bibliographic record • Sometimes identify the work by making a title or name/title authority record -- no changes from policy in DCM Z1

  45. LC Decisions on …Core Elements to Distinguish • If elements are being recorded to distinguish one work from another or from the name of a person, family, or corporate body, RDA gives choices for recording the elements (RDA 0.6.3): • LC policy • always give as additions to the authorized access point • cataloger judgment to also give as separate elements in authority records

  46. LC Decisions on …Language and Script • Title for a work in the language and script in which it appears in the resource (RDA 5.4) • U.S.: in authorized and variant access points: apply the alternative to give a romanized form • For some languages (see LCPS 5.4), can also give variant access points (MARC 4XX) in original language/script in authority records

  47. Terminology Related to “Works” • Title of the work (RDA 6.2.1.1) • “word, character, or group of words and/or characters by which a work is known” • Preferred title for the work (RDA 6.2.2.1) • the form of title used when constructing the authorized access point • Variant title for the work (RDA 6.2.3.1) • the form of title used when constructing a variant access point • aka “see references”

  48. Sources of Information –Sources for Preferred Titles (6.2.2.2) • Commonly-known title • For a work created after 1500 • From resources embodying the work or from reference sources • Sometimes: title proper of the first manifestation received • For a work created before 1501 • From modern reference sources • If this evidence is inconclusive, use (in this order): • a) modern editions • b) early editions • c) manuscript copies

  49. Sources of Information –Sources for Other Elements (6.1.1) • For all otheridentifying attributes of works and expressions • Take the information from any source

  50. Authorized Access Points for Works (6.27.1.1 - 6.27.1.8) • How to put together the elements to construct an authorized access point • Preferred title is the basis • Authorized access point for the creatorprecedes the preferred title, as applicable • Additions to the preferred title as instructed under 6.27.1.9 • Links back to the instructions on recording each of the specific elements

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